Trusted Wealth Management for Life's Biggest Financial Transitions
Financial advice for high-net-worth professionals, business owners, and families across Victoria, Vancouver, Calgary, and Edmonton.
Whether you're relocating to BC or Alberta, selling a business, or planning for retirement, managing significant wealth requires clear thinking, expert guidance, and a partner you can trust. At Heart Wealth Management Group of Raymond James Ltd., we help simplify your financial life so you can focus on what matters most—your freedom, your family, and your future.
Call us today: 1.888.778.0356
Building Legacy. Protecting What Matters Most.
Creating wealth is an achievement. Preserving it across generations while honoring your values requires thoughtful planning and expertise. With over 20 years of experience, we provide fresh insights into how your wealth can serve your family's future and support the causes closest to your heart.
"I believe that wealth gives you choices. Without money you have no choices." — April Dorey Hartwig, MBA, CIM®, CFP®, FCSI®, Founder & Senior Wealth Manager
Complimentary Financial Plan Review
We invite you to receive a comprehensive and confidential second opinion on your current financial strategy. There's no obligation—just an opportunity to explore how strategic planning can help you protect what you've built and create the legacy you envision.
Who We Serve
We work with a select group of clients who value expert advice and a highly personalized approach. Whether you've built your wealth over a lifetime or are receiving it through a major transition, we provide steady, strategic guidance rooted in experience and discretion.
Our clients include medical professionals such as surgeons and doctors, entrepreneurs and business owners, real estate developers and investors, individuals and couples selling a home or business, families relocating to BC or Alberta with significant assets, and retirees and pre-retirees navigating complex decisions.
Get to Know Heart Wealth
Meet the Heart Wealth Management Group
We work together as a team of experienced professionals combining our talents to provide exceptional custom care, insightful investment advice, and customized wealth management solutions to an exceptional clientele of highly accomplished individuals, their companies and families.
Please contact us today to book a confidential interview.
Heart Wealth Management Group of Raymond James Ltd. proudly serves high-net-worth clients across Victoria, Vancouver, Edmonton, and Calgary. Whether you're selling a business, moving to BC or Alberta, or planning your retirement, we offer personalized financial planning, investment management, and transition support tailored to your goals.
